AI Infrastructure Capex

“I don't think it's a bubble yet.”

“End users in the enterprises are spending about fundamental data 15, sixteen billion dollars on AI. And the people who make AI are spending four hundred billion dollars on quote, making AI, right?”

“I think that the overall, the only way any of this makes sense is if we realize this vision of just like heavy compute AGI, which there's no real signs pointing to, at least that I can see.”

“You still add up all the apps revenue, and it probably comes to 25, thirty billion dollars maximum, and the capex to build that is running between four and six hundred billion dollars.”

“I think these companies have an imperative because of the potential impact of AI to spend and, You know, the capex numbers are mind-boggling, but I probably would do the same thing.”